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CLUSTER GROUP HOLDINGS LIMITED CO.

CLUS · Communications · FY2025 filings · · No moat ·

Doesn't clear the bar

No moat
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The five investor questions

—

Fewer than two aligned fiscal years of revenue and diluted EPS are available; the filing history does not contain a measurable trend.

0

Median gross margin 2.7% over 3y, variable.

0

Median ROIC -20.6%, above the 12% hurdle in 0% of years.

55

Net cash position — no leverage risk.

44

Owner earnings changed trend unclear over up to the ten most recent annual observations, share count n/a.

The businessTrend component abstained: Fewer than two aligned fiscal years of revenue and diluted EPS are available; the filing history does not contain a measurable trend. The other four 20% weights were renormalized over the scored 80%.

Price vs. value if growth stopped today

A cautious baseline, not a price target: what the shares may support if normalized owner earnings simply hold steady.

Above value if growth stopped todayBelow value if growth stopped today
No price data
Not reported
Unavailable — insufficient owner-earnings data
Unavailable — insufficient growth-model data
Unavailable — no recent price
No price data

This zero-growth estimate assumes trailing owner earnings persist — unreliable for declining businesses. Flag status unavailable — four adjacent recent FY revenue observations are required.

Among the current top-score group, the median current price is 216% above the zero-growth estimate across 49 of the current top 50 companies by Moat Score with both values.

Score records captured Sep 29, 2026 through Sep 30, 2026.

Exactly which 50 companies?

FTNT, IBEX, META, MEDP, MSFT, GOOG, LULU, ANF, IDXX, TXRH, FHI, QLYS, FFIV, ADBE, LLY, MANH, CPRT, VEEV, RMD, GRMN, PCTY, EAT, UI, SSD, MNST, DOCS, LRCX, MCO, NTAP, NVDA, CORT, SFM, MPTI, ULTA, SN, ROL, CTAS, PAYC, IRMD, DECK, MORN, INTU, JKHY, TPR, LGCY, DAL, GWW, ISRG, MPWR, LOPE

Missing a usable price or zero-growth estimate: ANF.

Model details under moat-index@3.0.0: zero-growth multiple 11.1×, capped-growth comparison at no more than 18×; 9% discount rate; high-end growth 0% (capped at 4%) using min(5y revenue CAGR, 5y diluted-EPS CAGR), clamped to 0%–4%; maintenance capex uses min(capex, D&A); abstain when D&A is unavailable. This is a disclosed model range, not intrinsic value as fact.

Fundamentals

We couldn't reach the fundamentals service just now, so we won't show a stale or guessed series for CLUS. Try again shortly.

Flagship explainer

How CLUSTER GROUP HOLDINGS LIMITED CO. makes its money

CLUSTER GROUP HOLDINGS LIMITED CO.'s filing does not supply enough comparable lines for a truthful flow chart — here's what is filed:

Table alternative
Filed lineValue% of revenueSource
$0Unavailable
  • 10-K · FY 2025Filing detailsAccession 0001683168-26-004784 · filed Jun 12, 2026
−$52013Unavailable
  • 10-K · FY 2025Filing detailsAccession 0001683168-26-004784 · filed Jun 12, 2026
Income before tax−$52013Unavailable
  • 10-K · FY 2025Filing detailsAccession 0001683168-26-004784 · filed Jun 12, 2026
Income tax$0Unavailable
  • 10-K · FY 2025Filing detailsAccession 0001683168-26-004784 · filed Jun 12, 2026
−$52013Unavailable
  • 10-K · FY 2025Filing detailsAccession 0001683168-26-004784 · filed Jun 12, 2026
Source:
  • 10-K · FY 2025Filing detailsAccession 0001683168-26-004784 · filed Jun 12, 2026
· event Dec 31, 2025 · retrieved Sep 30, 2026 · annual-row source set

Flagship explainer

What CLUSTER GROUP HOLDINGS LIMITED CO. owns — and owes

CLUSTER GROUP HOLDINGS LIMITED CO.'s filing tags don't support a full breakdown — here's what is filed:

Table alternative
Filed lineValue% of assetsSource
Total assets$0Unavailable
  • 10-K · FY 2025Filing detailsAccession 0001683168-26-004784 · filed Jun 12, 2026
Cash and equivalents$0Unavailable
  • 10-K · FY 2025Filing detailsAccession 0001683168-26-004784 · filed Jun 12, 2026
Stockholders’ equity−$61393Unavailable
  • 10-K · FY 2025Filing detailsAccession 0001683168-26-004784 · filed Jun 12, 2026
Source:
  • 10-K · FY 2025Filing detailsAccession 0001683168-26-004784 · filed Jun 12, 2026
· event Dec 31, 2025 · retrieved Sep 30, 2026 · annual-row source set

Flagship explainer

What drives CLUSTER GROUP HOLDINGS LIMITED CO.’s return on equity?

One or more filed inputs needed for the five-factor decomposition are unavailable.

DuPont source inputs
InputValueFiscal yearSource
Net income−$52013FY2025
  • 10-K · FY 2025Filing detailsAccession 0001683168-26-004784 · filed Jun 12, 2026
Income before tax−$52013FY2025
  • 10-K · FY 2025Filing detailsAccession 0001683168-26-004784 · filed Jun 12, 2026
Operating income−$52013FY2025
  • 10-K · FY 2025Filing detailsAccession 0001683168-26-004784 · filed Jun 12, 2026
Revenue$0FY2025
  • 10-K · FY 2025Filing detailsAccession 0001683168-26-004784 · filed Jun 12, 2026
Ending assets$0FY2025
  • 10-K · FY 2025Filing detailsAccession 0001683168-26-004784 · filed Jun 12, 2026
Beginning assets$0FY2024
  • 10-K · FY 2024Filing detailsAccession 0001683168-26-004784 · filed Jun 12, 2026
Ending equity−$61393FY2025
  • 10-K · FY 2025Filing detailsAccession 0001683168-26-004784 · filed Jun 12, 2026
Beginning equity−$89380FY2024
  • 10-K · FY 2024Filing detailsAccession 0001683168-26-004784 · filed Jun 12, 2026
Source: · event Dec 31, 2025 · retrieved Sep 30, 2026 · annual-row source set

Flagship explainer

Where CLUSTER GROUP HOLDINGS LIMITED CO.'s cash went

CLUSTER GROUP HOLDINGS LIMITED CO.’s filing does not supply enough provenance-matched cash-flow lines for a truthful flow chart — here’s what is filed:

Table alternative
Filed lineValue% of cash from operationsSource
Cash from operations−$49723−100%
  • 10-K · FY 2025Filing detailsAccession 0001683168-26-004784 · filed Jun 12, 2026
Depreciation and amortization$00%
  • 10-K · FY 2025Filing detailsAccession 0001683168-26-004784 · filed Jun 12, 2026
Source:
  • 10-K · FY 2025Filing detailsAccession 0001683168-26-004784 · filed Jun 12, 2026
· event Dec 31, 2025 · retrieved Sep 30, 2026 · annual-row source set

Curated 19-manager tier

Who reported holding CLUSTER GROUP HOLDINGS LIMITED CO.

Delayed public 13F reports for 2026-Q2—not live positions, trades, or recommendations.

0 holding0 exited0 not holding0/19 resolved19 not retrieved

Named manager positions and quarter-over-quarter changes
ManagerReported positionQuarter-over-quarterFiling accession
Abrams CapitalNot retrievedComparison not retrievedFiling not retrieved
Akre CapitalNot retrievedComparison not retrievedFiling not retrieved
Baupost GroupNot retrievedComparison not retrievedFiling not retrieved
Berkshire HathawayNot retrievedComparison not retrievedFiling not retrieved
Brave Warrior AdvisorsNot retrievedComparison not retrievedFiling not retrieved
Dodge & CoxNot retrievedComparison not retrievedFiling not retrieved
First EagleNot retrievedComparison not retrievedFiling not retrieved
FundsmithNot retrievedComparison not retrievedFiling not retrieved
Gardner Russo & QuinnNot retrievedComparison not retrievedFiling not retrieved
Gates Foundation TrustNot retrievedComparison not retrievedFiling not retrieved
Mairs & PowerNot retrievedComparison not retrievedFiling not retrieved
Markel / Markel-GaynerNot retrievedComparison not retrievedFiling not retrieved
Oakmark / Harris AssociatesNot retrievedComparison not retrievedFiling not retrieved
Pershing SquareNot retrievedComparison not retrievedFiling not retrieved
Polen CapitalNot retrievedComparison not retrievedFiling not retrieved
Sequoia / Ruane CunniffNot retrievedComparison not retrievedFiling not retrieved
Southeastern Asset ManagementNot retrievedComparison not retrievedFiling not retrieved
Tweedy, BrowneNot retrievedComparison not retrievedFiling not retrieved
Yacktman Asset ManagementNot retrievedComparison not retrievedFiling not retrieved

Position size uses shares and filed value from each manager’s 13F. Portfolio weight uses the eligible long-share filing denominator. Changes compare only with the immediately preceding calendar quarter.

Source: Filing source not retrieved · event Jun 30, 2026 · retrieved Sep 30, 2026

Flagship explainer

What CLUSTER GROUP HOLDINGS LIMITED CO. insiders reported

The complete Form 4 source snapshot retrieved on Oct 1, 2026 contains no transaction rows.

Verified empty: the retrieved source snapshot contains no transaction event.

Source snapshot retrieved 2026-10-01T07:00:03.769Z · SEC Form 4

Moat Score history

20 logged readings since Jul 17, 2026 · append-only, never rewritten

Moat Score over timeLast scored reading of each day, on the 0–100 scale24.8 / 100
0406080100WideNarrowShallowNo moatJul 17, 2026Sep 30, 2026

Breaks in the line mark methodology or normalizer upgrades — readings across versions aren’t compared, so a level shift there isn’t a change in the business.

Tier changesSame-methodology and same-normalizer crossings of the Wide / Narrow / Shallow bars

  1. Normalizer upgraded unstamped (version unknown)moat-xbrl-normalizer@1.1.0 — readings across versions aren’t comparedJul 26, 2026
  2. Methodology upgraded moat-index@2.0.0moat-index@3.0.0 — readings across versions aren’t comparedJul 23, 2026
  3. Methodology upgraded moat-index@1.2.0moat-index@2.0.0 — readings across versions aren’t comparedJul 20, 2026

Scores are logged append-only and never overwritten — this record cannot be reconstructed retroactively, which is exactly why it’s worth keeping.

Insider activity

Form 4 reports mix P/S market or private transactions with compensation-plan mechanics. Activity casually described as “insider selling” can include compensation mechanics; awards, tax withholding, and option exercises are shown by their exact filed class here, never collapsed into “Bought” or “Sold.”

These are disclosed filing facts and arithmetic aggregates, not a signal or verdict.

The insider-filing service is temporarily unavailable, so no partial or guessed answer is shown for CLUS.

Communications context

#109 of 135 scored Communications companies, ranked by Moat Score.

Nearest peers by Moat Score

  1. #107LION Lionsgate Studios Corp.25.3No moat
  2. #108FLZH FLASH SPORTS & MEDIA HOLDINGS, INC.25.0No moat
  3. #110BATRA ATLANTA BRAVES HOLDINGS, INC.24.7No moat
  4. #111WYTC WYTEC INTERNATIONAL, INC.24.3No moat

Compare CLUS with its nearest peers →All Communications companies on the Index →

Common questions about CLUS

Does CLUSTER GROUP HOLDINGS LIMITED CO. have an economic moat?
Based on its FY2025 SEC filings, the Moat Index scores CLUSTER GROUP HOLDINGS LIMITED CO. (CLUS) 24.8 out of 100 — below the Shallow-moat bar, so no moat. The five questions behind that score begin at 20% each; if exactly one genuinely lacks data, the other four weights are renormalized and disclosed. revenue and EPS trend not measurable from the filings, pricing power 0, returns on capital 0, balance-sheet safety 55, capital allocation 44.
How has CLUS's Moat Score changed over time?
The record logs 20 readings since Jul 17, 2026; the latest reads 24.8 out of 100 (no moat). No tier changes on record yet. (Methodology or normalizer upgrades on Jul 20, 2026, Jul 23, 2026, Jul 26, 2026 re-based the score; readings across versions aren't compared.) The history is append-only — readings are only ever added, never rewritten.

Scored from primary SEC filings via the public methodology. Educational only — not a recommendation to buy or sell CLUS. See the disclaimer.